Who is your POA? Should it be somebody else?
Tax time can be a good time to review your estate planning documents, such as your Power of Attorney (POA). A power of attorney is a legal document that allows somebody else to handle financial matters for you if you’re in a state where you can’t make your own financial decisions. This is not for after you die, that’s the Executor of your Will, your POA is used while you’re living. We recommend selecting both a primary and backup POA to ensure consistent management.
Casey Smith
President, Wiser Wealth Management
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